Delaware Extended Duration Bond R One Commerce Square 2005 Market Street Philadelphia PA 19103 Map
Phone: 800-523-1918
| Category: | Long-Term Bond | | Fund Family: | Delaware Investments | | Net Assets: | 830.00K | | Year-to-Date Return: | 25.45% | | Yield: | 5.63% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Oct-05 |
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Roger A. Early
Lead Manager since
24-May-07 | | | Early rejoined Delaware in March 2007 as a member of the taxable fixed income portfolio management team. From 1994 to 2001, he was a senior portfolio manager in the same area, and he left Delaware Investments as head of its U.S. investment grade fixed income group. In recent years, he was a senior portfolio manager at Chartwell Investment Partners and Rittenhouse Financial and served as the chief investment officer for fixed income at Turner Investments. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks total return. The fund normally invests at least 80% of assets in corporate bonds rated BBB or better. It may invest in common stock and preferred stocks, convertibles, and warrants. The fund may invest up to 20% of assets in high-yield corporate bonds. It may hold cash or other money market instruments. The fund typically maintains an average duration of between eight and eleven years. |
| Last Dividend
(20-Nov-09):
| 0.03 | | Last Cap Gain
(22-Nov-05):
| 0.05 | | Annual Holdings Turnover
| 234.00% | | Average for Category:
| 220.51% |
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| Expense | DEERX | Category Avg | | Total Expense Ratio: | %
| 0.89% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 3.93% | | Max Deferred Sales Load: | %
| 1.91% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $402 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $663 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,370 |
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